Simple IRA

Has your business outgrown a SEP Plan, but you still wish to avoid the cost and oversight responsibility of a 401(k)? A SIMPLE IRA plan with West Capital Management offers individual investment accounts for each participant—with minimal administration, cost and plan testing requirements for you. Through our industry relationships, we have secured extremely favorable pricing for these plans at several major custodians. Our services include:

  • Plan designs that meet your goals while complying with ERISA and Department of Labor regulations
  • Writing a detailed, customized Investment Policy Statement
  • Creating and maintaining a variety of innovative investment models spanning a broad range of risk tolerances
  • Personal investment selection guidance through onsite employee meetings
  • Contribution tracking
  • Quarterly reports to help satisfy fiduciary responsibilities
This entry was posted in . Bookmark the permalink.